Spreadsheet skills for forecasting, planning, budgeting

Improve your techniques

• Directors, managers, company advisors and other members of staff from all functional areas who have to develop departmental forecasts, plans or budgets.
• Business advisors and analysts who need to advise or comment on business forecasts, plans and budgets.

'Lots of hints and tips for Excel that I will find useful.'
Ms Katherine Archer, Management Accountant, Quative Ltd

'Some very useful techniques learned, that I hope to put to immediate use with my team.'
Mr Geoffrey Walker, Chief Financial Officer, Digital Technology International

• Knowledge of a variety of approaches to forecasting, planning and budgeting.
• Ability to develop these management tools using spreadsheets on a personal computer.
• Tips on how to combine these techniques for the most effective management information.
• An introduction to the use of advanced spreadsheet techniques.

Sue Nugus is one of Europe's leading trainers. Over a period of 20 years she has designed and conducted numerous courses and seminars on a wide range of topics related to how to improve business performance through the use of information technology and telecommunications. Sue has written and co-written about 20 books, and is the author of the CIMA / Elsevier publication Financial Planning with Excel: Forecasting, Planning and Budgeting Techniques.

• Focusing on improving your techniques.
• Forecasting, planning and budgeting as part of the management accounting function.
• Business forecasting: a review of some of the modern quantitative methods available including smoothing techniques; regression analysis and time series analysis; expected value calculations.
• Business planning models: a look at available techniques including deterministic, stochastic and optimising models.
• Business planning techniques: what-if analysis; backward iteration and risk analysis.
• Budgeting techniques: producing budgets, actuals, calculating variances, producing year-to-date figures and consolidating reports; when to use multiple sheets and multiple files; consolidation options. 

The course uses large screen demonstrations. Spreadsheets are demonstrated using Microsoft Excel but the course is relevant for Lotus 1-2-3 users. It starts with registration and coffee at 9.00 am, and ends at 4.30 pm.

6 CPD hours (for non-CIMA members)

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If you have any queries please email or phone us on +44 (0)845 026 4722.

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